WorkJobs
Completion Popup
How to complete or miss a job from Planner, the Jobs list, or the Job detail view, including charging, payment, tips, and follow-up actions.
The completion popup is where you close out the visit itself. It lets you mark the job as complete or missed, record what was charged, capture payment if payment happened at the same time, and preview the date changes before saving. The same popup now appears from Planner, from the green tick on Jobs List, and from Complete inside Job Detail View.
Where It Opens From
- Planner: Use this when you are closing out work as part of the day's planning board.
- Jobs List green tick: Use this when you want to complete one eligible job quickly without opening the full detail popup first.
- Job Detail View: Use Complete, down the right of the Details tab, or among the round buttons under the customer's name on a phone, when you are already reviewing the job and want to stay in the same popup afterwards.
Status Area
- Complete or Missed: These are the two real outcomes the popup records. Until you choose one, the save button stays disabled.
- Status Date: This defaults to today when you choose the status, but you can change it if the visit happened on another day.
- Why it matters: The status date becomes the ledger entry date and the anchor for the schedule update that follows.
Missed Reason
- Reason: When the status is Missed, a Reason picker appears with preset categories such as Customer not home, No access, Weather, Customer cancelled, Equipment issue, and Other. Leaving it unset still saves the missed status, but the dashboard breakdowns become more useful when a reason is chosen.
- Note: Selecting Other reveals a free text note so you can describe the situation in your own words.
- Where it shows up: The recorded reason flows into the Missed Jobs by Reason Widget and the rest of the missed-jobs widget set.
Price Area
- Balance: Shows the current financial position before you apply today's outcome.
- Price: Shows the normal current job price as a reference point.
- Actual Duration: This appears for hourly-per-person jobs. If the real visit length was different, change the hours and minutes here so the charge can follow the actual time worked.
- Charged: For completed jobs, Work Planner starts with the calculated job total. If you type over it, the popup treats your amount as a manual charge instead. Each completion is charged, so completing the job again, even on the same day, records another charge.
- Card: Appears first, before the invoice and payment buttons, when there is a way to take a card payment: in the Work Planner app on your phone when your business takes card payments in person, and anywhere when the customer has a saved card that can be charged. Turn it on to take a card payment for what is owed once the job is saved. It sets the payment to Not Paid, because the card payment records itself, and it is only available when the status is Complete. On an iPhone that takes the business's Stripe payments with Tap to Pay on iPhone, it is called Tap to Pay on iPhone unless the customer also has a saved card.
- Create Invoice or No Invoice: Choose Create Invoice when this direct completion should also create a draft invoice from the new charge. It starts on whichever the job's Invoice Required setting says, and can only be changed once the status is Complete.
- Paid or Not Paid: Choose Paid when money was taken at the same time. Work Planner fills the paid amount from the charge and current balance, then you can adjust it if needed.
- Charge with: Appears with Card on when there is more than one way to take the payment. It starts on the customer's most recently saved card, shown by its type and last four digits. Choose another saved card, or the in person option to take the payment on your phone instead. That is called Tap to Pay on iPhone when that is how the iPhone takes the business's Stripe payments, Card reader when the business uses Zettle, and otherwise Tap to Pay on iPhone or card reader on an iPhone or Tap to Pay or card reader on Android. The line below it says how the payment will be taken.
- Tip: Use this when the customer paid an additional tip alongside the normal payment.
Payment Area
- Payment Method: Choose how the money was paid if payment happened there and then. The field opens the shared payment method selector popup, so you can search existing methods or add a new one without leaving the completion flow. In multi-business setups, the selector only shows payment methods for the business the job belongs to.
- Payment Reference: Useful for bank-transfer references, card references, or any identifier you want accounts staff to find later.
Calculated Dates
- Last Done: Updates when the job is completed.
- Due and Next Due: The popup shows the date result of your chosen status date before you save it.
- One-off jobs: These do not keep cycling forward in the same way as repeating jobs.
What Save Does
- Charge entry: Completing the job creates a charge ledger entry for the charged amount. Missing the job creates a missed charge entry with a zero amount.
- Draft invoice: If Create Invoice is chosen for a completed job, Work Planner also creates a draft invoice from that new charge and links any payment recorded in the same save.
- Payment entry: If you recorded payment and the paid amount is above zero, Work Planner also creates a payment ledger entry.
- Job history: The job itself is updated with the new completion state and date changes, so the detail view and accounts area reflect the visit immediately.
- Card payment: With Card on, the Take card payment popup opens once the job is saved, or the Charge saved card popup if you chose a saved card under Charge with. Either starts with what the customer now owes on the job, including anything owed from before. If nothing is owed, for example because the customer was in credit, no card payment is taken.
Taking a Card Payment
The card payment is taken in its own popup, covered in Taking a Card Payment on Your Phone, or in Saved Cards for a saved card, which is charged when you click the charge button, such as Charge £35.00. A tip on a card payment taken in person goes in that popup's Tip (optional) field, so leave Tip here for a tip given another way, such as cash. Payment Method and Payment Reference can be left alone too, because the card payment records its own. If the card payment does not go through, the job stays complete and the money stays owed, so you can take it later from Who owes you.
After Save
- Job Completed toast: Work Planner confirms the save with a toast at the bottom-left on larger screens or as a compact top bar on mobile, so you are not left wondering whether the popup submitted.
- View in Who owes you: If the updated job balance is still negative, the toast gives you a direct link into Who owes you, using the job reference as the search where possible.
- View Job: When the popup was opened from Jobs List and the job no longer has debt, the toast gives you a quick way back into the saved job detail popup.
- No extra job link from Job Detail View: When you complete the job from the detail popup itself, Work Planner refreshes the job you are already looking at instead of offering another View Job link.
Related articles
- Jobs List: Shows where the green tick shortcut lives when you want to complete work straight from the list.
- Job Detail View: Useful when you want to review the job before or after completing it.
- Scheduling a Job: Helps when you are checking how completion will affect the next due date.
- Debts List: Useful when the completion toast shows that money is still outstanding after the visit.
- Advanced Pricing and Opening Balance: Useful when the charge being created depends on more advanced pricing rules.
- Missed Reason on a Job: Useful when the status is Missed and you want a fuller explanation of the reason categories.
- Taking a Card Payment on Your Phone: Useful when you turn on Card and want to know what the card payment popup does.
- Saved Cards: Useful when you charge a customer's saved card from the popup.